Automate post-meeting follow up and CRM updates

Overview

After every sales call, you need to send out a recap and action items, log notes in the CRM, and document next steps. That's a lot of manual work that slows your team down.

This Sales Play automatically generates meeting summaries, drafts follow-up emails, and syncs everything to your CRM — so your reps can focus on selling instead of admin work.

Using this Sales Play, Apollo can:

• Automatically create a meeting summary
• Draft a follow-up email
• Update your CRM with meeting summaries
• Auto-populate fields in your CRM

Before you start:

• Set up Apollo Conversations, which works with Zoom, Google Meet, or Microsoft Teams accounts for video calls and the Apollo Dialer for phone calls
• Connect your CRM in order to push Conversations data. Apollo integrates with Salesforce, HubSpot, and Pipedrive
• If you’d like to auto-populate CRM fields with Conversations data, you also need to set up Apollo Deals

How to launch this Sales Play

This Play is mostly a matter of setup in your Apollo account!

Head here to set up your Apollo recorder first. You can also start with this 15-minute walkthrough of how to set up and use Apollo Conversations.

Or head directly to Conversations.

(Don’t have an Apollo account yet? Click here to sign up free!)